Citigroup lowers HAITIAN INT'L target price to 30 yuan, removing it from the top picks list for Chinese industrials

Citi published a research report indicating that HAITIAN INT'L management revealed a recent slowdown in orders. The current forecast predicts that revenue growth for the second half of the year may drop to high single digits, lower than the 12.5% increase in the first half of the year. Consequently, the company has been removed from the preferred list of Chinese industrial stocks, and earnings forecasts for 2025 to 2027 have been lowered by 2%. The target price has been reduced from 33.5 yuan to 30 yuan, but the "Buy" rating is maintained, as the current valuation is considered low, with a dividend yield of approximately 4%

CICC: Maintain HAITIAN INT'L outperform industry rating, target price HKD 29.5

CICC maintains HAITIAN INT'L outperform industry rating, target price HKD 29.5. It is expected that the proportion of overseas revenue will increase by 2025, and the profit forecasts for 2025/2026 remain unchanged at RMB 3.640 billion / RMB 4.067 billion, respectively. The performance in 1H25 met expectations, with revenue of RMB 9.018 billion, a year-on-year increase of 12.5%; net profit attributable to the parent company was RMB 1.712 billion, a year-on-year increase of 12.6%. The demand in overseas markets has grown significantly, with overseas revenue in 1H25 increasing by 34.7% year-on-year

Understanding the Market | SANHUA rose over 8%, hitting a new high since its listing; Goldman Sachs is optimistic about its growth potential in the humanoid robot actuator field

SANHUA's stock price rose over 8%, reaching a new high since its listing at HKD 30.82. Goldman Sachs is optimistic about its growth potential in the humanoid robot actuator field, expecting a compound annual growth rate of 19% for revenue and net profit from 2025 to 2030. The company holds multiple patents in the robot actuator field and has established several production bases overseas, anticipating that this business will contribute 25% and 18% of total revenue and net profit by 2030

HAITIAN INT'L released its interim results, with shareholders' profit attributable to them reaching 1.712 billion yuan, an increase of 12.55% year-on-year

According to the Zhitong Finance APP, HAITIAN INT'L released its interim results for the six months ending June 30, 2025, with revenue of 9.018 billion yuan (RMB, the same below), an increase of 12.48% year-on-year; profit attributable to shareholders of 1.712 billion yuan, an increase of 12.55% year-on-year; basic earnings per share of 1.07 yuan. The announcement stated that the increase in revenue year-on-year was benefited from the global industrial chain restructuring and the acceleration of certain downstream industries represented by new energy vehicles

Market news: HAITIAN INT'L's retail portion in Hong Kong listing was oversubscribed by 695 times